NTBCX Mutual Fund

NTBCX Mutual Fund

NAV$9.53
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Returns Overview

1 Month
+0.42%
3 Months
-0.30%
6 Months
-0.10%
YTD
+0.71%
1 Year
+1.46%
3 Years (annualized)
+4.70%
5 Years (annualized)
+1.70%
10 Years (annualized)
+3.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTBCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+0.71%
Peer Avg (YTD)
+1.93%
vs Peers
-1.22%

NTBCX Mutual Fund Performance

NTBCX performance across multiple time periods: 1-month 0.42%, YTD 0.71%, 1-year 1.46%, 3-year 4.70%, 5-year 1.70%, 10-year 3.18%.

NTBCX returns trail the peer average of 1.93% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

NTBCX vs another fund shows side-by-side returns. NTBCX alternatives are available in the Mutual Fund Screener.